North Star Investment Management’s American Equity Investment Life Holding Company AEL Stock Holding History

North Star Investment Management’s Portfolio AEL Stock Details AEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-410	Closed	-$10K	–	864
2015 Q3	$10K	Hold	410	–	–	﹤0.01%	619
2015 Q2	$11K	Hold	410	–	–	﹤0.01%	594
2015 Q1	$12K	Buy	410 +120	+41%	+$3.37K	﹤0.01%	579
2014 Q4	$8K	Buy	+290	New	+$7.54K	﹤0.01%	642

Other funds holding AEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

North Star Investment Management's AEL Position: Q4 2015 in Review

North Star Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2015, closing a stake of 410 shares — an estimated $10K sold.

North Star Investment Management first reported a position in AEL in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q1 2015. 224 funds tracked by Wall St. Rank hold AEL as of Q4 2015.

North Star Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2015 after selling out during the quarter.
North Star Investment Management sold 410 American Equity Investment Life Holding Company shares in Q4 2015, an estimated $10K.
North Star Investment Management first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 4 quarters.
North Star Investment Management's American Equity Investment Life Holding Company position peaked at $12K in Q1 2015.
224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2015.

Based on North Star Investment Management's 13F filing for Q4 2015, filed 20 Jan 2016.